Plan Ledger DOL Form 5500 · updated monthly

Stuart Dean Company, Inc.401(k)

STUART DEAN CO., INC. 401(K) SAVINGS AND PROFIT SHARING PLAN · NEW YORK, NY · plan year 2022

Reported admin expense ratio · 2022
0.21%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Stuart Dean Company, Inc. reported $45,389 in plan administrative expenses for 2022: 0.21% of average plan assets, below the peer median. Employer contributions averaged $1,861 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other administrative & support services employers. By assets it is the 2,532nd-largest of 5,648 plans among New York employers on file, and the 617th of 2,534 in administrative & support services. In 2022, employees put in $4.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,984,764
Participants with balances87
Active participants85
Employer contributions$158,225
Employee contributions$733,337
Employer contribution per active participant$1,861
Average account balance$229,710
Benefits paid to participants$1,155,589
Plan auditUnmodified (clean) audit opinion
The Stuart Dean Company, Inc. 401(k) match · 2022
Employer contribution per active participant$1,861
Median for plans this size$2,266

Stuart Dean Company, Inc.'s 2022 employer contribution ran below the $2,266 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$45,389 · 0.21%
All plans at this employer2
STUART DEAN CO., INC. 401(K) SAVINGS AND PROFIT SHARING PLAN401(k)
STUART DEAN CO., INC. RETIREMENT SAVINGS PLAN401(k)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 131354550 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.